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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
DS
601
DRW Securities
Illinois
$279K +$243K +1,959 New
WAP
602
Wealthcare Advisory Partners
Pennsylvania
$276K +$241K +1,942 New
EWA
603
EP Wealth Advisors
California
$275K +$240K +1,936 New
FFA
604
Farther Finance Advisors
California
$272K +$59.7K +482 +34%
BRG
605
Bay Rivers Group
Virginia
$271K +$236K +1,908 New
FFA
606
Founders Financial Alliance
North Carolina
$271K +$236K +1,906 New
FWP
607
FAS Wealth Partners
Kansas
$270K +$235K +1,896 New
SWP
608
Sagespring Wealth Partners
Tennessee
$269K +$234K +1,892 New
KWA
609
Kingswood Wealth Advisors
California
$267K +$232K +1,876 New
WA
610
Waverly Advisors
Alabama
$265K +$231K +1,866 New
SAM
611
SP Asset Management
California
$265K +$231K +1,865 New
HAG
612
HighPoint Advisor Group
Illinois
$264K +$230K +1,858 New
VA
613
VestGen Advisors
Illinois
$264K +$230K +1,854 New
BP
614
Ballentine Partners
Massachusetts
$263K +$229K +1,850 New
CPA
615
Capital Performance Advisors
California
$262K +$228K +1,839 New
FGG
616
Financial Guidance Group
Florida
$260K +$226K +1,826 New
XWM
617
Xcel Wealth Management
Florida
$260K +$226K +1,826 New
MWM
618
Modern Wealth Management
Kansas
$258K +$225K +1,814 New
TAM
619
Titleist Asset Management
Texas
$257K +$224K +1,806 New
GT
620
Greenleaf Trust
Michigan
$257K +$223K +1,804 New
EI
621
Ellevest Inc
New York
$254K +$221K +1,785 New
OIA
622
Oakmont Investment Advisors
Pennsylvania
$253K +$220K +1,776 New
VC
623
VarCov Co
Connecticut
$252K +$220K +1,774 New
EA
624
Emerald Advisers
Pennsylvania
$247K -$10.3K -83 -5%
EH
625
Equitable Holdings
New York
$246K +$214K +1,730 New
23 24
25
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